Finance Fundamentals for Building an Investment Portfolio
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- Curriculum
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This is a finance fundamentals course for all aspiring portfolio managers. Using a chronological approach, we will look at how the process of building an investment portfolio has evolved over the years. From the very beginning when the idea first came about, until the latest innovation in building a modern portfolio. Using only conceptual diagrams, this course should cater to all investors from beginners to experts. We will also use simple short videos to explain the concepts behind some proven quantitative strategies used by hedge funds.
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3
What is Volatility?A short video to explain what is volatility and why it is an important consideration when building an investment portfolio. It is important to understand the concept of volatility as it is a key input to building the efficient frontier which will be taught in the next section.
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4
What is Correlation?
A short video to explain what is correlation and why it is the secret sauce in reducing portfolio volatility.
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5
Modern Portfolio Theory
An introduction to Modern Portfolio Theory, why and how it was introduced by Harry Markowitz in the 1950s. You will also learn about the efficient frontier and what it represents.
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6
Capital Asset Pricing Model
Expanding on Modern Portfolio Theory by introducing a risk-free asset and the use of leverage. You will learn about the capital market line and its significance. You will also learn about the super-efficient portfolio on the efficient frontier.
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7
Limitations of Modern Portfolio Theory
Learn about the limitations of Modern Portfolio Theory in practice and how the super-efficient portfolio can be used to overcome some of these limitations. At the same time, learn about a weakness of the super-efficient portfolio.
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8
Introduction to Risk Parity
Learn about another portfolio optimization objective that is better than simple minimum variance optimization. The basic concept of risk parity will be introduced.
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9
Introduction to Multi-Strategy Approach
Learn about an advanced diversification approach that is being used by hedge funds to achieve stable returns in all kinds of market conditions.
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10
All Weather Investing Using Risk Parity
A simple layman video to explain the All Weather Investing concept.
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11
Defensive Stock Investing Using Trend Following
A simple layman video to explain the Defensive Stock Investing concept.
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12
Volatility Trading Using Volatility Risk Premium
A simple layman video to explain the Volatility Trading concept.
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13
Stock Sector Investing Using Sector Rotation
A simple layman video to explain the Stock Sector Investing concept.
